Because Hubspot is a customer relationship management system, i thought it would be good to have built within it, a better way for staff to review support and customer services documents when talking with customers. We are looking at setting this up outside of Hubspot in something like Microsoft SharePoint or even something as simple as Slack's version Tettra. Links are below, but basically we want somewhere where the staff can create and view Business processes, how-to-guides, HR Policies and Handbooks, It needs to be catalogued, searchable and easy to use, navigate and extract / download the pages if required. https://products.office.com/en-GB/business/get-latest-office-365-for-your-business-with-2016-apps?%26wt.srch%3D1%26wt.mc_id%3DAID623586_SEM_cxaM83GK https://tettra.co
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Currently, with the way the system is built out, a sequence set to only execute actions on weekdays will still count the weekends towards the delay. (A 3-day delay on a Friday will send on Monday rather than Wednesday). This doesn't give a lot of time for the contact to respond as they are likely not checking their emails on the weekend, so a follow-up is being sent prematurely in some cases. It would be great to have the option to not include weekend days in these delays
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It would be WONDERFUL if HubSpot would allow a feature that would allow us to edit a contacts sequence without unenrolling them. It would save a lot of time, and it would make things better to customize each contact's sequence.
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The problem is this: If "Client A" is enrolled in a sequence and he forwards me to "Client B" without answering one of my emails and then "Client B" answer me, "Client A" will still be enrolled in the sequence even if I'm dealing with "Client B". There's no workflow that enables us to put if "Client A" forward the email to someone that has the same email domain AND the email forwarded has an answer, unenroll the "Client A".
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Using the Sales Content Analytics (BETA). The reporting on sequences is great. Would love to be able to sort or view how many contacts have been added into a sequence by user versus just the total enrolled over a given period of time. Can you add a "By User" button as you have in the "Templates" Analytics?
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Hi, As you can now create a quote in Hubspot, I noticed that they are not very usable for us as we provide a mix of hardware, software and services. To have them all listed underneath each other without any differentiation makes it a bit unprofessional. So it would be very useful to be able to categorise our products. These can then be shown in the quotes seperately. And it can be used for reporting afterwards and what not.
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Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips.
Managers can report on the success of playbooks and tie content from a sales content library to steps in the sales process
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This idea is about the time period dropdown in the "Products" section on the deal record. Current behavior: HubSpot currently "guesses" the time period based on the current deal value and its associated products. That means the time period can change when one adds or removes products. It also means that when you change the time period on this screen, HubSpot will not remember the setting. Proposed behavior: Provide an optional setting for a global default time period. Suppose I select "annual" as the global default. Then the dropdown would alsways pre-select "annual" in the product summary. Benefits: Time period will no longer change unpredictably when adding or removing products. Real deal volume will become visible at a glance on this screen, as the baseline time period is alsways going to be the same.
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Add custom properties something like SKU/Product # Allow the search feature to search by name or SKU/Product # Use a percentage for discounts... 5 %, 10%, etc Allow Manager to set Max Discount Amounts or ability for an approval from a specified sales manager or something. (Sales Reps will always try to push the envelope, to drop prices.) Connect this module with Marketing side so that the Marketers can use products companys are interesed in for Marketing Emails. Ability to Import Products into the product manager Allow Pricing to be automatically altered due to Dollar Volume Allow Pricing to be automatically altered by Custom Properities, Such as Facility Types (WholeSalers vs End Users)
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Hubspot should look into adding the ability to add "deal value" as a column option for the task queue. Or have a way to see the overall value of the deals in the queue. That would be helpful in prioritizing time and would save a step from currently having to toggle between the deals view and the task view. Having more options to filter the task queue by in general would help make it a more powerful tool, because currently it seems like the options are a bit lacking.
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